Merge vs. Macro with Travis Kling
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While the global market fundamentals crumble, the Ethereum ecosystem looks primed to make history with a successful transition to Proof-of-Stake.
What does this mean for crypto? How is a seasoned investor going to take advantage of a chaotic 2022?
TIMESTAMPS
0:00 Intro
7:00 Is Travis Kling Bearish?
12:30 Macro Outlook
21:05 Decade-Long Bullish
29:40 The Bitcoin Narrative
36:00 The Undercollateralized Contagion
45:22 DeFi Holds Up
51:00 The Ethereum Ecosystem
56:15 Monetary Policy Assurances
1:01:50 Merge vs Macro
RESOURCES
Travis Kling
https://twitter.com/Travis_Kling
Ikigai Asset Management
https://www.ikigai.fund/